Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49305.95 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45244.41 Kr¶
PnL: ---------------------------------------> 188.41 Kr¶
DD now: ---------------------------------> -7.181 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 13:26:26.067381'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.120000 | 1669.680000 | 200.680000 | 13.660000 | 1468.999998 |
| Orrön Energy | 180 | -1.590000 | 2167.200000 | 124.200000 | 6.080000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax B | 4 | -0.620000 | 891.600000 | 37.600000 | 4.400000 | 854.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Catena | 2 | -1.290000 | 828.000000 | 36.000000 | 4.550000 | 792.000000 |
| Hexatronic Group | 12 | 0.020000 | 1002.000000 | 35.000000 | 3.620000 | 966.999996 |
| Sedana Medical | 93 | -4.050000 | 2553.780000 | 32.780000 | 1.300000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -2.940000 | 990.000000 | 29.000000 | 3.020000 | 960.999996 |
| JM | 6 | -1.060000 | 892.800000 | 28.800000 | 3.330000 | 864.000000 |
| OX2 | 13 | 1.840000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| VEF | 909 | -2.480000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| BioGaia B | 8 | -1.680000 | 934.400000 | 4.400000 | 0.470000 | 930.000000 |
| Gränges | 9 | -1.240000 | 930.600000 | 2.600000 | 0.280000 | 927.999999 |
| Byggmax Group | 33 | -1.690000 | 957.000000 | 1.000000 | 0.100000 | 956.000001 |
| Clas Ohlson B | 12 | -1.160000 | 972.600000 | -0.400000 | -0.040000 | 972.999996 |
| AcadeMedia | 8 | -1.570000 | 400.000000 | -2.000000 | -0.500000 | 402.000000 |
| ASSA ABLOY B | 3 | -1.000000 | 771.900000 | -7.100000 | -0.910000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| INVISIO | 16 | 1.550000 | 3672.000000 | -17.000000 | -0.460000 | 3689.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Alimak Group | 11 | -1.560000 | 904.200000 | -23.800000 | -2.560000 | 927.999996 |
| Addnode Group B | 11 | -0.550000 | 897.050000 | -23.950000 | -2.600000 | 921.000003 |
| SKF B | 5 | -0.820000 | 910.750000 | -29.250000 | -3.110000 | 940.000000 |
| Indutrade | 5 | -0.550000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Latour B | 4 | -0.880000 | 808.800000 | -48.200000 | -5.620000 | 857.000000 |
| Vitec Software Group B | 2 | -2.640000 | 1031.000000 | -56.000000 | -5.150000 | 1087.000000 |
| Bufab | 3 | -0.690000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| Hexagon B | 26 | -2.010000 | 3364.400000 | -96.600000 | -2.790000 | 3461.000010 |
| BHG Group | 97 | -1.620000 | 1358.970000 | -100.030000 | -6.860000 | 1458.999989 |
| TOTAL | 45244.410000 | 188.410000 | -7.18068% | 45056.000411 |
Updated:¶
'2023-07-05 13:26:42.824934'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
